¶ 1. Overview
The e‑Payment Request feature allows users to generate and send secure online payment links to clients through LawPay. This feature is only available when LawPay is enabled under:
Manage Settings → e‑Payments → LawPay Integration
Once enabled, users can create payment requests directly from the left navigation modal, making it easy to:
- Request invoice payments
- Request trust deposits
- Request general payments
- Send secure LawPay links via email or copy them for manual sharing
This feature streamlines collections, reduces administrative work, and ensures trust‑compliant routing of online payments.
¶ 2. When to Use e‑Payment Request
Use this feature when:
- A client needs to pay an invoice online
- You want to request a trust retainer deposit
- You need to send a general payment link
- A client requests a payment link by email or phone
- You want to accelerate collections without generating a full invoice
- You want to provide a secure, LawPay‑compliant payment option
This feature is ideal for quick, on‑demand payment requests.
¶ 3. LawPay Integration Requirement
- The e‑Payment Request feature is only visible when LawPay is enabled.
¶ To enable LawPay:
Go to Manage Settings → e‑Payments
- Enable LawPay Integration
- Authenticate with LawPay
- Map trust and general accounts
- Once enabled, all e‑payment features become available, including:
- e‑Payment Manager
- e‑Payment Request
- Online invoice payments
- Trust deposit links
¶ 4. Types of e‑Payment Requests
The system supports three types of payment requests:
¶ 4.1 Invoice Payment Request
Used when requesting payment for a specific invoice.
Users select:
- Client
- Invoice
- Amount (full or partial)
The system generates a secure LawPay link tied to that invoice.
¶ 4.2 Trust Deposit Request
Used when requesting a trust retainer or trust deposit.
Users select:
- Client
- Matter (optional)
- Deposit amount
Funds are routed directly into the trust account, ensuring trust‑accounting compliance.
¶ 4.3 General Payment Request
Used for:
- General retainers (if allowed)
- Miscellaneous payments
- Non‑invoice payments
Funds are routed into the general operating account.
¶ 5. Creating an e‑Payment Request
¶ Step 1 — Open e‑Payment Request
- Located under Left Navigation → e‑Payment Request.
¶ Step 2 — Select Payment Type
Choose from:
- Invoice Payment
- Trust Deposit
- General Payment
¶ Step 3 — Enter Details
Depending on the type, enter:
- Client
- Matter
- Invoice
- Amount
- Description
¶ Step 4 — Generate Link
- The system creates a secure LawPay payment link.
¶ Step 5 — Send or Copy Link
Users can:
- Email the link directly to the client
- Copy the link to share manually
- Save it for later use
- All links are secure and LawPay‑compliant.
¶ 6. What Clients See
Clients receive a clean, secure LawPay checkout page where they can:
- Pay by credit card
- Pay by debit card
- Pay by e‑Check / ACH
- The payment is automatically routed to the correct trust or general account based on the request type.
¶ 7. Tracking e‑Payment Requests
All payments made through e‑Payment Request appear in:
e‑Payment Manager
- Invoices & Payments (if invoice‑related)
- Trust Receipt (for trust deposits)
- General Receipt (for general payments)
- Statuses include:
- Completed
- Pending
- Failed
- Refunded
This ensures full visibility and auditability.
¶ 8. Compliance Notes
LawPay and e‑Payment Request support:
¶ 1. Trust Accounting Compliance
- Trust deposits go directly into the trust account
- No commingling of funds
- Full audit trail of trust‑related online payments
¶ 2. PCI Compliance
- LawPay handles all sensitive card data — LawPractica never stores card numbers.
¶ 3. Audit Trail
Every payment request logs:
- Client
- Amount
- Payment type
- Link generation time
- Payment status
¶ 4. Reconciliation
Online payments must be matched to:
- LawPay deposits
- LawPay fees
- Bank reconciliation
¶ 9. Integration with Other Features
e‑Payment Request integrates with:
- e‑Payment Manager – Tracks and applies online payments
- Invoices & Payments – Applies invoice payments
- Trust Receipt – Records trust deposits
- General Receipt – Records general payments
- Client Detail – Shows payment history
- Reports – Payment summaries, trust audit logs
- Bank Reconciliation – Matches LawPay deposits
This creates a seamless online payment ecosystem.
¶ 10. Summary
The e‑Payment Request feature provides a fast, secure, and compliant way to request online payments from clients. With support for invoice payments, trust deposits, and general payments — all routed through LawPay — it ensures efficient collections, trust‑accounting compliance, and a modern client payment experience.